Principal Securities’s Walker & Dunlop WD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59K | Buy |
51
+14
| +38% | +$987 | ﹤0.01% | 2965 |
|
|
2025
Q1 | $3.6K | Hold |
37
| – | – | ﹤0.01% | 2889 |
|
|
2024
Q4 | $3.6K | Buy |
37
+19
| +106% | +$1.85K | ﹤0.01% | 2885 |
|
|
2024
Q3 | $2.05K | Buy |
18
+5
| +38% | +$568 | ﹤0.01% | 2949 |
|
|
2024
Q2 | $1.28K | Buy |
13
+1
| +8% | +$98 | ﹤0.01% | 3014 |
|
|
2024
Q1 | $1.21K | Sell |
12
-1
| -8% | -$101 | ﹤0.01% | 3000 |
|
|
2023
Q4 | $1.44K | Buy |
+13
| New | +$1.44K | ﹤0.01% | 2884 |
|